CRM Transformation using Salesforce to Empower over 8000 Independent Financial Advisors for a Global Bank
Overview.
Transforming a global bank's CRM with Salesforce empowered 8000+ advisors, resolving data fragmentation and enhancing client interactions. Highlights include streamlined operations, reduced onboarding time by 40%, and significant cost savings through automation.
Our client was using an outdated, slow, and unresponsive legacy platform that was hindering business growth. Their diverse CRM systems resulted in data fragmentation and inconsistent customer experiences. This lack of a unified system led to visibility issues, inefficient processes, and inability to meet current business requirements.
Solution.
Coforge reengineered the legacy infrastructure into a modern CRM platform using Salesforce, empowering over 8000 independent advisors. The solution provided a unified platform, streamlining operations, and enhancing client relationships.
The Impact.
80%
Reduction in application processing time
8000
Happy advisors empowered
40%
Cost savings via automation
Enhanced customer satisfaction with self-service features
Improved collaboration between clients and advisors
Reduced application completion time from 1 hour to 10 minutes
Empowerment of 8000+ advisors through improved collaboration tools
